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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $450M AUM 846 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 283 New 276 Added 65 Reduced 24 Exited
Page 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEP AMERICAN ELECTRIC POWER Utilities 5.0 $684.0 NEW $136.80 -9.8%
182 STT STATE STREET CORP Financial Services 4.0 $678.0 NEW $169.50 +14.2%
183 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $667.0 NEW $667.00 -5.0%
184 BELFB BEL FUSE INC Technology 2.0 $666.0 NEW $333.00 -23.4%
185 AON AON PLC Financial Services 2.0 $663.0 NEW $331.50 +6.8%
186 AWK AMERICAN WTR WKS CO INC Utilities 5.0 $658.0 NEW $131.60 +4.5%
187 STOK STOKE THERAPEUTICS INC Healthcare 20.0 $654.0 NEW $32.70 +1.2%
188 PRU PRUDENTIAL FINANCIAL INC Financial Services 6.0 $648.0 NEW $108.00 +11.3%
189 CNP CENTERPOINT ENERGY INC Utilities 14.0 $617.0 NEW $44.07 -10.2%
190 DK DELEK US HOLDINGS INC Energy 12.0 $610.0 NEW $50.83 +39.4%
191 SYF SYNCHRONY FINANCIAL Financial Services 8.0 $608.0 NEW $76.00 +5.0%
192 SAMSONITE GROUP S A 69.0 $599.0 NEW $8.68
193 BXP BXP INC Real Estate 9.0 $597.0 NEW $66.33 +6.0%
194 AFL AFLAC INC Financial Services 5.0 $586.0 NEW $117.20 +0.2%
195 COIN COINBASE GLOBAL INC Financial Services 4.0 $585.0 NEW $146.25 +24.3%
196 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6.0 $581.0 NEW $96.83 +6.2%
197 EXR EXTRA SPACE STORAGE INC Real Estate 4.0 $581.0 NEW $145.25 -0.8%
198 LYB LYONDELLBASELL INDUSTRIES Basic Materials 11.0 $579.0 NEW $52.64 +19.0%
199 ABNB AIRBNB INC Consumer Cyclical 4.0 $572.0 NEW $143.00 +31.5%
200 SLP SIMULATIONS PLUS INC Healthcare 31.0 $568.0 NEW $18.32 +0.5%
Page 10 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Industrials 17.2%
Healthcare 11.5%
Consumer Cyclical 11.1%
Basic Materials 7.7%
Financial Services 6.6%
Consumer Defensive 3.8%
Energy 3.0%
Communication Services 2.7%
Real Estate 1.0%